Location:
University of Portland - Bauccio Commons Dining Hall
 5000 N Willamette Blvd, Portland, OR 97203

Register Here

Session Descriptions

9:30am - 10:30am
Death Taxes (How We Got Here, Where We Are, and Where We Are Going)
Presented by Joe Huddleston, Mannix Law Firm

FIRST HALF: The presentation examines the history of estate and inheritance taxes (death taxes) both in the U.S. and globally and arguments for and against. Then, we turn to the existing estate and inheritance tax schemes across the U.S. (and globally), including any pending changes.

SECOND HALF: We will also focus on the history and prospective reforms in Oregon. We will finish with an overview of mechanics and key elements of the federal estate tax and Oregon’s estate tax.

Learning Objectives:

• High-level understanding of the history and debates of estate and inheritance taxes and the various estate and inheritance tax schemes around the U.S. and globally.
• More focused understanding of Oregon and federal estate taxes. 

Meet the Speaker: 

Joe Huddleston grew up on the Oregon Coast and received his undergraduate degree in Economics from Oregon State University. During his education, Joe spent summers as a commercial fisherman in Alaska. After Oregon State University, Joe moved to Salem, Oregon to attend law school at Willamette University College of Law. During law school, Joe worked at Kevin L. Mannix, P.C., as well as another general practice law firm in Seaside, Oregon. After receiving his Doctor of Jurisprudence and Certificate in Business Law, Joe joined Kevin L. Mannix, P.C., as an Associate Attorney. In his free time, Joe enjoys spending time with his wife and son, tending to his yard, golfing, everything football, playing with his dogs, winter sports, and being on the water.

Joe’s primary focuses include administrative law; business law; civil litigation and appeals; probate and trust administration; real estate and some land use; and wills and trusts. Joe’s favorite area of practice is handling appellate cases, but his “bread and butter” is estate administration/planning and real estate. Joe’s approach to litigation reflects his economics background, always asking himself: “from a cost-benefit perspective what is the best route or solution for the client?

10:50am - 11:50am
The Next Evolution of Wealth Management: From Financial Goals to What Matters Most
Presented by Julia Tierney, CFP®, Vista Capital Partners

Financial advice has evolved from investment management to comprehensive financial planning. And now changing client expectations are driving the next evolution. Clients increasingly want help connecting their financial decisions to what matters most – their values, families, and sense of purpose. As wealth moves across generations, advisors have an opportunity to move beyond traditional financial goals to help clients explore not only how much is enough, but what their wealth is ultimately for. This session will explore practical ways to bring these deeper conversations into the planning process to help advisors deliver more meaningful advice, deepen client relationships, and build connections across generations.

Learning Objectives:

• Recognize how client expectations are changing and what that means for the role of the financial advisor.
• Use values-based questions to uncover what matters most to clients beyond their stated financial goals.
• Identify ways to bring values, purpose, and family into the planning process to build deeper, more lasting client relationships.

Meet the Speaker: Julia Tierney, CFP® is a Partner, Lead Advisor, and Director of Legacy Planning at Vista Capital Partners. She helps individuals and families look beyond the numbers to explore what they want their wealth to mean, not simply what they want it to accomplish. Julia has worked in financial services since 2009 and is a graduate of the University of Oregon.

Granted 1 CEU from the CFP Board.

1:00pm - 3:00pm
PERS Program Overview
Presented by Debbie Foote

This will be an overview presentation regarding PERS (Public Employees Retirement System) programs for all PERS members. This presentation will be a detailed overview of all the plans (Tier One, Tier Two, OPSRP, and IAP). Topics include benefit calculation factors, the Individual Account Program (IAP) including TDF and re-direct changes, a review of a sample estimate and other available member resources.

Learning Objectives :

• Understand the complexities of PERS calculations.
• Review resources available to members
• Discuss how to assist clients regarding PERS programs

Meet the Speaker: Debbie has been a PERS member for over 40 years and began working at PERS as an employee in 2007. She has been a part of the PERS Retirement Education team since 2009, and was promoted to Program Analyst and lead/coordinator of the team in 2013. As coordinator of the team she leads a group of 6 other presenters. The team provides group and individual meetings around the state to active and inactive members, and also to other requesting groups as the schedule allows. Over the years Debbie has met with thousands of members in individual meetings and group presentations. She has personally provided over 700 group presentations throughout the state for PERS members who are in every type of job category in public employment and in all stages of their careers. She also presents to PERS employer and financial planner groups who work with PERS members. Debbie looks forward to her own retirement, which she hopes will occur within the next 3-5 years.

Thank you to our Sponsors!

Platinum Sponsors

	Kim Dodge Phone: 503-595-1600 Email: [email protected]

Gold Sponsor

Jeff Cornell Phone: 213-992-9009 Email: [email protected]	Ryland Puzzitiello Phone: 310-576-1155 Email: [email protected]
Stephanie Johnsen Phone: 971-346-6088 Email: [email protected]	Gus Grefthen Phone: 360-650-6932 Email: [email protected]

Robert Speidel Phone: 360-857-8818 Email: [email protected]

 s

 Silver Sponsors

Ryan Trujillo Phone: 206-840-0572 Email: [email protected]	Jacob Wagner Phone: 503-994-5669 Email: [email protected]
Neil Nakagawa Email: [email protected]

 

Featured Firm

Jill Novak [email protected]

 

University Partner

Carly Pon [email protected]

 

 

 

       

MARC KADOMATSU, CFP®, ChFC®, CLU®・MANAGING PARTNER, DIRECTOR OF PRIVATE WEALTH ADVISORY